Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location

2000 Avenue of the Stars, Suite 1110, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dustin is an advisory board member (non-director/non-voter) for Project Echo, a non-profit organization providing alternative education to at-risk students. He dedicates minimal time to this role, focusing on board recruitment, operations, networking, and fundraising.

Employment History
Current Registrations
Vp Distributors LLCBroker
February 2015 - Present · 11 yrs
Kayne Anderson Rudnick Investment Management, LLC
February 2015 - Present · 11 yrs
Vp Distributors LLC
February 2015 - Present · 11 yrs
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - December 2014 · 3 yrs 11 mos
Wells Fargo Advisors, LLCBroker
January 2011 - December 2014 · 3 yrs 11 mos
Wells Fargo Investments, LLCBroker
May 2009 - January 2011 · 1 yr 8 mos
Wells Fargo Investments, LLC
April 2009 - January 2011 · 1 yr 9 mos
Banc of America Investment Services, INC.
May 2007 - January 2009 · 1 yr 8 mos
Banc of America Investment Services, INC.Broker
December 2006 - January 2009 · 2 yrs 1 mo
State Registrations7 states
CACOFLNCNYRITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.